Today, Stephen Weiss, Founder, Short Hills Capital Partners and Amy Raskin, CIO, Chevy Chase Trust commented about whether AAPL-Q, ASML-Q, AXP-N, SHC-T, TSM-N, NFLX-Q, LDOS-N, AAPL-Q are stocks to buy or sell.
He just started a position. Everything that Boeing is doing well, aerospace companies like this benefit. Also, they're streamlining their business, starting with aerospace, and can benefit from the infrastructure play. Pays a 2.2% dividend, bug share buybacks and solid dividend growth. He's expecting a breakout after sluggishnes.
China remains a major overhang as the country keeps pushing its domestic phones and not Apple.